Specializing in Daily Money Management Services

"20 percent of Americans over the age of 65 have been the victims of financial fraud, totaling more than $2.6 billion in fraud per
year. In this podcast, New Jersey Society of CPAs member Jody Rorick, CPA, discusses why seniors repeatedly fall prey to financial
fraud, the fastest growing form of elder abuse. Find out what you can do now to protect yourself and your aging loved ones."

Daily Money Management services such as sorting mail, paying bills, setting up files, resolving insurance
claims, balancing checkbooks, budgeting, and assisting with tax preparation can be overwhelming and time-consuming
for people unable to perform these tasks for themselves. A typical client for a daily money manager would be
a widow who is not used to handling finances, and is inundated by insurance claims and bills, or a busy
professional or business owner, who is pressed for time.

When You Might Want Help

After the death of a family member

During periods of illness, or after a hospital stay

When youíre being pulled in too many directions

If youíre having trouble seeing your checkbook, or canít get out of the house

When you canít balance your checkbook and make ends meet

When youíre paying late fees on bills and bank fees for bounced checks

When you canít find anything because appropriate files havenít been set up

When your family is fighting, and youíre looking for an independent voice

When you have household employees, and donít know what taxes to pay or what to withhold

When your tax records are disorganized, and youíre not ready for your tax accountant